KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
This Quarter Return
+5.52%
1 Year Return
+21.14%
3 Year Return
+92.69%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+3.1%)
Cap. Flow
-$4.97M
Cap. Flow
% of AUM
-4.91%
Top 10 Holdings %
Top 10 Hldgs %
37.16%
Holding
139
New
23
Increased
23
Reduced
69
Closed
17
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.21M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$727K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$499K |
| 4 |
AGCO
AGCO
|
$467K |
| 5 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
$325K |
Top Sells
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 6.01% |
| 3 | Communication Services | 5.91% |
| 4 | Industrials | 5% |
| 5 | Consumer Discretionary | 4.69% |
